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Disclosery

MONTRUSCO BOLTON INVESTMENTS INC.: OTEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTRUSCO BOLTON INVESTMENTS INC. on OTEX, newest first. How the timeline and the estimate are built.

MONTRUSCO BOLTON INVESTMENTS INC. held 297,028 OTEX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 297,028 shares
    Change vs previous 13F -21,431 shares

    0.12% of the 13F portfolio, value $6,675,938.

    13F-HR 0001475940-26-000009 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 318,459 shares
    Change vs previous 13F +103,834 shares

    0.11% of the 13F portfolio, value $7,045,940.

    13F-HR 0001475940-26-000006 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 214,625 shares
    Change vs previous 13F -4,313 shares

    0.07% of the 13F portfolio, value $4,767,565.

    13F-HR 0001475940-26-000003 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 218,938 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,139,543.

    13F-HR 0001475940-26-000001 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).